Coppell Advisory Solutions’s Essential Utilities WTRG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-518
Closed -$18.8K 1892
2024
Q4
$18.8K Hold
518
﹤0.01% 909
2024
Q3
$19.9K Hold
518
﹤0.01% 883
2024
Q2
$19.3K Buy
+518
New +$19.3K ﹤0.01% 800
2023
Q4
$29K Buy
777
+317
+69% +$11.8K 0.01% 633
2023
Q3
$22K Hold
460
0.01% 479
2023
Q2
$18.2K Buy
+460
New +$18.2K 0.01% 572
2023
Q1
Sell
-460
Closed -$22K 1096
2022
Q4
$22K Buy
+460
New +$22K 0.01% 486